Thursday, stocks ended lower -- yet off the lows --as ongoing tariff jitters and a downbeat forecast from Walmart dampened investor risk appetite. T-Bond yields fell after Scott Bessent’s comments eased concerns of any looming increase in the size of longer-dated debt auctions.
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U.S. stock index futures took a pause on Friday morning after declining in the previous session. A drop in heavyweight retailer Walmart, coupled with ongoing tariff jitters and uncertainty over the Federal Reserve's interest rate outlook, triggered risk aversion.
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Where are FED rates headed? Generally speaking, DOWN is the direction. Yet, there are many moving parts to the "new post-Trump US economy. The US Dollar remains the world's reserve currency, yet we also have an enormous $37 trillion debt How will these two forces resolve?
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US Consumer Confidence has never really recovered since COVID. Americans spend too much, carry too much debt, and lack confidence in their financial futures. Many refuse to give up their deficit lifestyles to improve their financial future. Here is the chart of Confidence.
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NEW EPISODE of CB3 LIVE! - Update:
CB3LIVE Update to the rescue to help you understand what Trump’s tariffs mean to you and your portfolio’s future. It’s all on today’s show!
Apple Podcasts:
podcasts.apple.com/us/podcast/cb3-live-update-ep-37-are-you-tariff-ied-of-the/id1753802917?i=1000...
Spotify:
open.spotify.com/episode/0vLpnz976IiDZ8CuyEZjB7?si=e1c4fe2277a14f6b
Or wherever you get your podcasts!
CB3 LIVE! - Update. Ep 37: " Are you “tariff-ied” of the markets now?? DON’T BE! CB3 Explains it!"
podcasts.apple.com
Podcast Episode · CB3 LIVE! - Update · 02/18/2025 · 5m0 CommentsComment on Facebook
How vital are the merchandise exports in Mexico and Canada to the U.S.? One look at this chart tells you that other countries are not anywhere as dependent on the U.S. as Mexico and Canada are. That is why both country's leadership caved to President Trump's demand within hours.
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Federal workers are uncomfortable in the spotlight, and Trump has threatened to strip civil service protections from thousands of them. Ramaswamy and Musk have suggested that cutting a million federal jobs within a YEAR is a reasonable target. This WILL affect the markets!
A Hedge Fund Manager Should Be Able to Run Treasury! Bessent’s track record shows he’s well-placed. He is a fiscal hawk who will positively affect the economy and the markets. He wants to rein in spending and get the Secretary of the Treasury back in line with the markets. GOOD!
It's Black Friday!! Wall Street ended Wednesday on a high note, with the small-cap Russell 2000 index hitting a record peak, while Treasury yields plunged following Trump’s pick of Scott Bessent as U.S. Treasury Secretary. The Trump Trade continues to our clients' great favor!
Clients and readers: We appreciate your trust and partnership this Thanksgiving. As we reflect on our journey together, we’re thankful for the opportunity to help secure your financial future. Wishing you and yours a bountiful holiday filled with joy, warmth, and prosperity.
Stocks closed at all-time highs Tuesday as investors set aside concerns over how Trump’s tariffs will affect American companies and instead cheered Israel’s decision to accept a cease-fire in Lebanon. Equities extended gains into a 7th straight day; S&P 500 hit its 52nd record.
Trump heeds Wall Street w/Scott Bessent as Treasury Secretary. Ultimately, the drama-filled search landed where it started — with a hedge fund executive who’d spent months methodically laying the groundwork for a nomination. Having a macro hedge fund guy is appealing to markets.
MOVE OVER GROVER!
#DonaldTrump is returning to the #WhiteHouse. How will his policies affect us in early 2025? Will our portfolios experience more — or less - volatility from the plethora of Trump’s economic policy changes.
CB3 LIVE! - Update. Ep 28: "Post-Election Insights"
CB3 LIVE! - Update · Episode
open.spotify.com
Bessent’s nomination had a calming effect on markets. USD fell, and US govt. bonds rallied after Trump picked Bessent to run the Treasury. He's a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policies
On the speculative fringes, the risk-taking extravaganza isn’t just continuing—it’s getting bigger by the day. Heavy trading—and big price moves—in everything from crypto to leveraged ETFs was the story in a week where swings in the S&P 500 and Nasdaq finally started to abate...
